China’s Role in Mekong Energy and Electricity Development
China’s role in Mekong energy and electricity development
Kevin Yuk‐shing Li
Overview........................................................................................................................2 “Go West” – The beginning of Lancang‐Mekong River development...................2 From “Go West” to “Go Global” – The consequences of geographical integration and market liberalization.......................................................................................4 Historical background of China’s diplomacy and foreign aid/investment..................6 Geopolitical analysis in regional context .....................................................................7 Policies review of China’s diplomacy in neighbouring countries and the “Going Global” initiative ...........................................................................................................9 China’s role in Mekong’s energy development..........................................................14 China’s Power Sector Reform and its influence in the Mekong region...............14 Monopoly and “Going Global” Initiative .............................................................16 Impacts of energy and power imports on pricing system ...................................17 Table 1: Basic data of electricity generation, transmission and consumption in southern China and between China (Yunnan) and the Mekong region..............18 Power demand from Guangdong nurtures Western energy base ......................19 Key energy projects concerned in the Mekong region ..............................................21 A list of power companies and financiers that are involved in the investments 21 A list of key energy projects (installed capacity of more than 10 MW) funded by Chinese government and/or companies, or caused cross‐border impacts ........34 Cross‐border impacts of such projects ................................................................43 Decrease of Minimum Discharge
Kevin Yuk‐shing Li
Overview........................................................................................................................2 “Go West” – The beginning of Lancang‐Mekong River development...................2 From “Go West” to “Go Global” – The consequences of geographical integration and market liberalization.......................................................................................4 Historical background of China’s diplomacy and foreign aid/investment..................6 Geopolitical analysis in regional context .....................................................................7 Policies review of China’s diplomacy in neighbouring countries and the “Going Global” initiative ...........................................................................................................9 China’s role in Mekong’s energy development..........................................................14 China’s Power Sector Reform and its influence in the Mekong region...............14 Monopoly and “Going Global” Initiative .............................................................16 Impacts of energy and power imports on pricing system ...................................17 Table 1: Basic data of electricity generation, transmission and consumption in southern China and between China (Yunnan) and the Mekong region..............18 Power demand from Guangdong nurtures Western energy base ......................19 Key energy projects concerned in the Mekong region ..............................................21 A list of power companies and financiers that are involved in the investments 21 A list of key energy projects (installed capacity of more than 10 MW) funded by Chinese government and/or companies, or caused cross‐border impacts ........34 Cross‐border impacts of such projects ................................................................43 Decrease of Minimum Discharge